+103.9%
UL vs PAYC
+1,328.5%
-1,224.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.1% | +4.9% | -3.7% | +0.6% |
| 30D | +4.5% | +4.1% | +0.4% | +4.0% |
| 3M | +6.5% | +11.5% | -5.0% | +5.2% |
| 6M | +18.2% | +85.3% | -67.1% | +10.1% |
| YTD | +4.7% | +57.3% | -52.6% | -1.1% |
| 1Y | +0.8% | +52.6% | -51.8% | -4.5% |
| 3Y | +35.9% | +48.3% | -12.4% | +27.1% |
| 5Y | +33.4% | -47.8% | +81.3% | +36.7% |
| 10Y | +106.9% | +515.9% | -409.0% | +56.6% |
| All | +103.9% | +1,328.5% | -1,224.7% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling